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MRSH

Marsh

674 hedge funds and large institutions have $29.3B invested in Marsh in 2016 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $22.9M

6% more funds holding

Funds holding: 633674 (+41)

2% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 225

3.02% less ownership

Funds ownership: 87.82%84.81% (-3%)

6% less capital invested

Capital invested by funds: $31.3B → $29.3B (-$2.02B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
674
Holders Change
+41
Holders Change %
+6.48%
% of All Funds
17.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
86
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
651
MV Capital Management
Maryland
$7K +$1.94K +29 +39%
FHA
652
First Horizon Advisors
Tennessee
$6K +$4.42K +66 +236%
AP
653
Atwood & Palmer
Missouri
$5K
HIM
654
Hillsdale Investment Management
Ontario, Canada
$5K
BC
655
Barnett & Company
Tennessee
$5K +$5.36K +80 New
SI
656
Sentry Investments
Ontario, Canada
$4.04K +$4.02M +60,025 New
AF
657
Allworth Financial
California
$4K
TDC
658
Thompson Davis & Co
Virginia
$4K
FAM
659
Fred Alger Management
New York
$4K +$3.68K +55 New
CWM
660
Catamount Wealth Management
Connecticut
$4K +$3.95K +59 New
EDRH
661
Edmond de Rothschild Holding
Switzerland
$4K +$4.02K +60 New
EDRPMB
662
Edmond de Rothschild Private Merchant Banking
United Kingdom
$4K +$4.02K +60 New
FMP
663
Financial Management Professionals
Texas
$4K +$4.15K +62 New
CHP
664
Cable Hill Partners
Oregon
$4K +$4.35K +65 New
HCM
665
Herndon Capital Management
Georgia
$3K
CIM
666
Contravisory Investment Management
Massachusetts
$3K +$2.95K +44 New
ACS
667
Archford Capital Strategies
Illinois
$2K -$2.68K -40 -50%
VIA
668
Vantage Investment Advisors
Pennsylvania
$2K
HPBT
669
High Point Bank & Trust
North Carolina
$2K +$2.28K +34 New
FIB
670
First Interstate Bank
Montana
$2K +$2.34K +35 New
SIC
671
Salem Investment Counselors
North Carolina
$1.88K +$187K +2,789 New
FNBT
672
FineMark National Bank & Trust
Florida
$1K
KT
673
Kanaly Trust
Texas
$1K
SCP
674
Syntal Capital Partners
Texas
$325 +$324K +4,833 New
Viking Global Investors
675
Viking Global Investors
Connecticut
-$175M -2,552,071 Closed